FOGEL NEALE WEALTH MANAGEMENT, LLC

FOGEL NEALE WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 300358). Regulatory assets under management: $5.4M.

Registration

• CRD: 300358
• Type: Registered investment adviser
• Location: 42 BROADWAY, NEW YORK, NY, 10004
• Phone: 212-949-0922
• Latest filing: 2023-11-16
• Regulatory AUM: $5.4M
• Discretionary AUM: $5.4M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300358 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search